LKIM

Lawson Kroeker Investment Management Portfolio holdings

AUM $538M
1-Year Est. Return 13.03%
This Quarter Est. Return
1 Year Est. Return
+13.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$2.92M
3
+$567K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$393K
5
DTV
DIRECTV COM STK (DE)
DTV
+$355K

Top Sells

1
+$12.1M
2
+$3.53M
3
+$1.12M
4
AJRD
Aerojet Rocketdyne Holdings
AJRD
+$333K
5
TMO icon
Thermo Fisher Scientific
TMO
+$240K

Sector Composition

1 Industrials 20.95%
2 Energy 13.07%
3 Materials 10.21%
4 Financials 9.86%
5 Healthcare 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.4M 6.07%
222,717
+300
2
$18.2M 5.69%
421,224
-1,050
3
$13.6M 4.25%
188,890
+425
4
$13.4M 4.19%
439,926
+2,846
5
$12.3M 3.84%
153,299
-250
6
$11.5M 3.61%
150,995
+4,640
7
$10.9M 3.4%
265,374
+2,084
8
$9.85M 3.08%
458,129
+16,265
9
$9.71M 3.04%
489,650
+15,180
10
$9.26M 2.9%
94,287
+1,067
11
$9.1M 2.85%
137,010
+1,600
12
$8.45M 2.64%
67,650
+3,145
13
$8.01M 2.5%
64,783
+370
14
$8.01M 2.5%
63,805
-125
15
$7.95M 2.49%
1,639
+39
16
$7.92M 2.48%
93,432
+452
17
$6.78M 2.12%
82,180
+10
18
$6.72M 2.1%
367,805
-18,200
19
$6.6M 2.06%
263,296
+224
20
$6.37M 1.99%
34
-6
21
$6.34M 1.98%
150,760
+625
22
$6.22M 1.95%
257,625
+7,004
23
$6.21M 1.94%
575,170
+1,524
24
$6.14M 1.92%
51,599
-40
25
$6.12M 1.91%
86,971
+2,900
1
2 3